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CIK: 0001130787
Total reported value
$3.0B
$3.0B
265 檔
22.2%
According to the latest 13F quarterly dataset, Eagle Global Advisors LLC managed an equity portfolio of $3.0B at the end of Q4 2024, spanning 265 distinct U.S. exchange-listed positions.
In Q4 2024, Eagle Global Advisors LLC displayed an active expansion posture, initiating 7 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.76% | +0.47% | +193.12% | |
| 2 | ET | Energy Transfer LP | Stock-Energy | 4.65% | -0.45% | +3.29% | |
| 3 | WES | Western Midstream Partners L | Stock-Energy | 3.83% | -0.07% | +23.18% | |
| 4 | MPLX | Mplx LP | Stock-Energy | 3.64% | -0.36% | +14.56% | |
| 5 | TRGP | Targa Resources CORP | Stock-Energy | 3.60% | -0.39% | -21.20% | |
| 6 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 3.26% | -0.20% | +8.32% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | -0.14% | +1.86% | |
| 8 | EPD | Enterprise Products Partners | Stock-Energy | 2.78% | -0.53% | +8.41% | |
| 9 | LNG | Cheniere Energy Inc | Stock-Energy | 2.55% | -0.57% | -20.29% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.14% | +0.09% | +1.40% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.92% | +0.20% | +19.24% | |
| 12 | HESM | Hess Midstream LP - Class A | Stock-Other | 1.92% | -0.13% | +3.43% | |
| 13 | DTM | Dt Midstream Inc | Stock-Energy | 1.77% | +0.01% | +32.97% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.75% | +0.22% | +4.46% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | +0.04% | +9.58% | |
| 16 | 0E41 | Enlink Midstream LLC | Stock-Other | 1.56% | — | -4.02% | |
| 17 | WMB | Williams Cos Inc | Stock-Energy | 1.55% | -0.16% | -14.93% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.43% | — | +1011.90% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.27% | +0.40% | |
| 20 | TT | Trane Technologies plc | Stock-Industrials | 1.41% | +0.09% | -0.05% | |
| 21 | OKE | Oneok Inc | Stock-Energy | 1.10% | -0.15% | -39.92% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.02% | +0.07% | |
| 23 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.99% | -0.20% | +248.58% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | +0.11% | +0.87% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.25% | -0.72% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 0.89% | -0.11% | -2.58% | |
| 27 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.89% | -0.04% | +27.86% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | -0.04% | +0.17% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.03% | +13.39% | |
| 30 | ICE | Intercontinental Exchange In | Stock-Financials | 0.83% | -0.02% | EXIT | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 0.82% | — | +142.42% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.80% | +0.02% | +0.05% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | +0.15% | +3.46% | |
| 34 | ELV | Elevance Health Inc | Stock-Healthcare | 0.77% | +0.01% | -5.92% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.75% | -0.64% | EXIT | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | — | +7.96% | |
| 37 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.60% | -0.03% | +3.69% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.04% | +22.25% | |
| 39 | KGS | Kodiak Gas Services Inc | Stock-Other | 0.59% | +0.23% | +16.67% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.02% | -0.20% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.50% | +21.40% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.03% | +38.84% | |
| 43 | SOXQ | Invesco Phlx Semiconductor | ETF-Other | 0.54% | +0.53% | +0.33% | |
| 44 | CW | Curtiss-wright CORP | Stock-Industrials | 0.52% | +0.02% | +270.27% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.52% | +0.47% | +100.79% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.51% | -0.04% | — | |
| 47 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.50% | — | +1.79% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.49% | — | +0.60% | |
| 49 | HE | Hawaiian Electric Inds | Stock-Utilities | 0.46% | — | +13.18% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | -0.49% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +7.2% | +193.12% | Add |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | +1.3% | +1011.90% | Add |
| 3 | KMI | Kinder Morgan, Inc. | +0.7% | +248.58% | Add |
| 4 | BLK | Blackrock Inc | +0.5% | NEW | New buy |
| 5 | DTM | Dt Midstream Inc | +0.5% | +32.97% | Add |
| 6 | PM | Philip Morris International | +0.4% | +142.42% | Add |
| 7 | NBIS | Nebius Group N.V. | +0.4% | +513.22% | Add |
| 8 | CW | Curtiss-wright CORP | +0.4% | +270.27% | Add |
| 9 | GEV | GE Vernova Inc | +0.4% | NEW | New buy |
| 10 | PCG | P G & E CORP | +0.3% | +398.28% | Add |
| 11 | SPGI | S&p Global Inc | +0.3% | NEW | New buy |
| 12 | SBUX | Starbucks CORP | +0.3% | NEW | New buy |
| 13 | TRP | Tc Energy CORP | +0.3% | NEW | New buy |
| 14 | KMPR | Kemper CORP | +0.3% | +287.38% | Add |
| 15 | PG | Procter & Gamble Co/the | +0.3% | +758.71% | Add |
| 16 | KO | Coca-cola Co/the | +0.2% | +368.88% | Add |
| 17 | MO | Altria Group Inc | +0.2% | +585.91% | Add |
| 18 | ET | Energy Transfer LP | +0.2% | +3.29% | Add |
| 19 | KGS | Kodiak Gas Services Inc | +0.2% | +16.67% | Add |
| 20 | NVDA | Nvidia CORP | +0.2% | +19.24% | Add |
| 21 | MCD | Mcdonald's CORP | +0.2% | NEW | New buy |
| 22 | DEO | Diageo Plc-sponsored Adr | +0.1% | NEW | New buy |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +98.04% | Add |
| 24 | WES | Western Midstream Partners L | +0.1% | +23.18% | Add |
| 25 | MPLX | Mplx LP | +0.1% | +14.56% | Add |
| 26 | V | Visa Inc-class A Shares | +0.1% | +13.39% | Add |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +9.58% | Add |
| 28 | PAGP | Plains Gp Holdings Lp-cl A | 0% | +27.86% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | +1.40% | Add |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +4.46% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.40% | Add |
| 32 | EPD | Enterprise Products Partners | -0.1% | +8.41% | Add |
| 33 | TELLEUR | Tellurian Inc | -0.2% | EXIT | Sold out |
| 34 | ADBE | Adobe Inc | -0.2% | -20.83% | Trim |
| 35 | AES | Aes CORP | -0.2% | EXIT | Sold out |
| 36 | HESM | Hess Midstream LP - Class A | -0.2% | +3.43% | Add |
| 37 | MDLZ | Mondelez International Inc-a | -0.2% | -60.24% | Trim |
| 38 | LEA | Lear CORP | -0.2% | -24.53% | Trim |
| 39 | BLDR | Builders Firstsource Inc | -0.2% | -7.88% | Trim |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +0.29% | Add |
| 41 | NEE | Nextera Energy Inc | -0.4% | -2.58% | Trim |
| 42 | BKV | Bkv Corporation | -0.5% | EXIT | Sold out |
| 43 | PAA | Plains All Amer Pipeline LP | -0.5% | +8.32% | Add |
| 44 | AMD | Advanced Micro Devices | -0.5% | EXIT | Sold out |
| 45 | AMT | American Tower CORP | -0.6% | EXIT | Sold out |
| 46 | BLKCHF | Blackrock Inc | -0.6% | EXIT | Sold out |
| 47 | ELV | Elevance Health Inc | -0.6% | -5.92% | Trim |
| 48 | LNG | Cheniere Energy Inc | -0.7% | -20.29% | Trim |
| 49 | OKE | Oneok Inc | -0.9% | -39.92% | Trim |
| 50 | TRGP | Targa Resources CORP | -1% | -21.20% | Trim |
According to official SEC Form 13F filings, Eagle Global Advisors LLC reported a total U.S. public equity portfolio value of $3.0B across 265 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, ET, WES) accounted for 22.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $12.6M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $11.4M
During Q4 2024, Eagle Global Advisors LLC's top holdings by market value included AAPL (11.8%)、ET (4.7%)、WES (3.8%). The largest single position, AAPL, represented 11.8% of total portfolio value.
In Q4 2024, Eagle Global Advisors LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 28 positions, trimming 9 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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